Company Copy using the Wizard

Created by John Vainikka, Modified on Tue, 13 May at 4:12 PM by John Vainikka

This is a paid service that we provide for some customers. It is not officially supported by Viewpoint.

Step 1: Backup the Viewpoint Database

Run a full backup from SSMS.

Step 2: Activate the Company Copy Wizard

Ensure the user you are logging in as is db_owner on the Viewpoint database.

To enable access to the Company Copy Wizard, run the following SQL command:

UPDATE vDDUP SET UserAccountTypeID = 7 WHERE VPUserName = SUSER_NAME()

Note: Make sure to revert the UserAccountTypeID back to its original value (usually 0) once the company copy process is complete.

Step 3: Perform the Company Copy

Open Viewpoint Administration > Programs > Company Copy Wizard.
Click "Turn off Ability to Login".
Click Next.
Click Next again. When prompted about not creating a backup, click OK.
Set Source Company to the template company.
Set Destination Company to the next available number.
Click "Set Up Company".
Enter the company name in the Description field
Under the "Additional Info" tab in HQ Company Setup:
- Place your cursor in AR Customer and press F5.
- Set up the group using the same number as the destination company.
- Description should match the company name.
- All group assignments should match the company number.
- Save the record and close.
Click Next.
Click "Add all Static".
Click Copy.
When prompted to "Add available dependent tables", click Yes.
Do 30 pushups ?
Click Finish. The ability to login will be restored.

Step 4: Set Up Data Security

In VA Security Groups, create a security group for the new company in VA Security Groups
Run the following script to configure data security. Be sure to set the @company and @securitygroup variables appropriately.

DECLARE @company TINYINT = <new co #>,            @securitygroup INT = <new security group>,         @fromcompany INT = <from co #>,         @fromgroup INT = <from security group> INSERT INTO vDDDS (Datatype, Qualifier, Instance, SecurityGroup) SELECT Datatype, Qualifier, Instance, @securitygroup AS SecurityGroup FROM vDDDS WHERE Qualifier = @fromcompany AND Instance = @fromcompany AND SecurityGroup=@fromgroup

Step 5: Deactivate the Company Copy Wizard

To disable access to the Company Copy Wizard, run the following SQL command:

UPDATE vDDUP SET UserAccountTypeID = 0 WHERE VPUserName = SUSER_NAME()